Veratis Investment Group

Veratis Investment Group is an independent and established boutique advisory firm based in Cary, NC. Specializing in corporate retirement plans and personal wealth, the firm has gained a reputation for its quality, progressiveness, and client involvement. With a client-focused culture, Veratis Advisors prioritize the best interests of their clients over short-term gains, offering comprehensive solutions and a collaborative approach to ensure optimal service.

Veratis Investment Group stands out in the retirement advisory industry by redefining what it means to be a retirement plan advisor. Their retirement plan advisory team possesses extensive knowledge and practical experience in all aspects of retirement plans, providing a full-scope approach with highly skilled consultants. In addition, their wealth advisors not only have deep financial planning knowledge but also serve on the Veratis Investment Committee, offering a unique combination of expertise in both personal wealth and institutional investing. With a focus on delivering uncommon strength to their clients at a fee below industry norms, Veratis Investment Group aims to maximize the quality of retirement benefits and provide exceptional asset allocation solutions.

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